The Pinnacle Group was formed in 1995 for the purpose of bringing together some of the top business and personal financial planners from across the country to share their individual expertise.

Click here for our new member application.

Carefully selected guests are invited to speak before our premier national study group at our spring and fall meetings. Every meeting is evaluated as to content and benefit to the group and input is given to the host of the next meeting. As a result, each member has benefited in personal and professional development, with the ultimate benefit to the community and clients they serve. Below are the dates of our upcoming meetings:
February 7-10th, 2018
August 2018

Newport, Rhode Island

"Everyone has talent. What is rare is the courage to follow the talent to where it leads."

Directory of Our Members
Ryan Boyd
Ryan Boyd, CFP

AnchorPoint Financial
2391 West Main Street, Suite B
Cabot, AR 72023
Phone: (501) 605-8002
Fax: (501) 605-8011
E-mail: ryan@AnchorPointAdvisors.com
Website: www.AnchorPointAdvisors.com

Mark Carolin
Mark Carolin

Kiselis-McConville Brokerage Services, Inc.
ConceptWealth
2202 Thousand Oaks
San Antonio, Texas 78232
Phone: (210) 492-8620
Fax: (210) 568-4254
E-mail: carolin@conceptwealth.com

John S. Clarke
John S. Clarke, CLU, ChFC

Grayhill, Ltd.
390 Union Boulevard, Suite 280
Lakewood, CO 80228
Phone: (303) 296-8201
Fax: (303) 296-8230
E-mail: jclarke@grayhill.net
Website: www.grayhillllc.com
Larry C. Clayton
Larry C. Clayton, CLU, ChFC
Emeritus Member

AnchorPoint Financial
5050 Poplar Avenue, Suite 1202
Memphis, TN 38157
Phone: (901) 333-3508
Fax: (901) 922-6827
E-mail: larry@AnchorPointAdvisors.com
Website: www.AnchorPointAdvisors.com

Daniel C. Danese
Daniel C. Danese, CFP(R), CLU, RICP®

Legacy Solutions, Inc.
200 S. Union Street
Kennett Square, PA  19348
Phone: (610) 444-9920
Fax: (610) 444-9918
E-mail: ddanese@legacysolutions.org
Website:www.legacysolutions.org

Jim S. Forbis
Jim S. Forbis, CLU, ChFC, CSA

CFH Financial Services, Inc.
5050 Poplar Ave., Suite 1204
Memphis, TN 38157
Phone: (901) 761-1490
Fax: (901) 761-1086
E-mail: jimforbis@cfhfinancial.com
Website: www.cfhfinancial.com
Grant Foster
Grant Foster, CLU, ChFC, AEP

Foster Financial
507 West 18th Street
Austin, TX 78701
Phone: (512) 473-8682
Fax: (512) 473-2922
E-mail: gfoster@fosterfinancial.com
Website: www.fosterfinancial.com
James Laurent
James Laurent, CLU, ChFC
Emeritus Member

Laurent & Associates
4701 Baptist Road, #105
Pittsburgh, PA 15227
Phone: (412) 885-3400
Fax: (412) 885-3402
E-mail: jflep@cs.com
Website: www.laurentwealthmanagement.com
Chris Lund
Christopher A. Lund, MBA, CFP®, AIF®

Lund Financial Group
30 Manmar Drive, Suite 8
Plainville, MA 02762
Phone: (508) 316-1949
Fax: (508) 316-3538
E-mail: chris@lundfg.com
Website: www.lundfg.com

Wayne Minich
Wayne Minich, CLU, ChFC

Applied Financial Concepts, Inc.
P.O. Box 472
Richfield, OH 44286-0472
Phone: (330) 659-2234
Fax: (330) 659-2151
E-mail: planning@appliedfin.com
Website: www.appliedfin.com
Wayne Minich
Brian Moldt, CLU

Moldt Financial LLC
11711 N. Meridian St
Suite 350
Carmel IN 46032
Phone: 317-569-7617
Fax: 317-569-7601
E-mail: bmoldt@moldtfinancial.com
Website: www.moldtfinancial.com

Donald L. Moore
Donald L. Moore, CLU, ChFC

Chesapeake Financial Strategies, LLC
7501 Greenway Center Drive
Suite 420
Greenbelt, MD  20770
Phone: (301) 474-8300
E-mail: don.moore1@verizon.net
Website: www.chesapeakefinancialstrategies.com
Kevin A. Morse
Kevin A. Morse, CPA, MSF, MST

Capital Analysts of New England, Inc.
35 Braintree Hill Office Park
Suite 400
Braintree, MA 02184
Phone: (617) 786-1600
Fax: (617) 479-8512
E-mail: kmorse@capitalanalystsne.com
Website: www.capitalanalystsne.com
Mike Owens
Dwain Owens, CLU, ChFC

Strategic Legacy Advisors Inc.
2360 Pershing Road
Columbus, NE 68601
Phone: (402) 564-7197
Fax: (402) 564-1337
E-Mail: dowens@questarcapital.com
Website: www.strategiclegacyadvisors.com
Mike Owens
Mike Owens, CLU, ChFC, RFC

Strategic Legacy Advisors Inc.
10831 Old Mill Road, Suite 200b
Omaha, NE 68154
Phone: (402) 434-2442
Fax: (402) 434-2450
E-mail: mikeowens@questarcapital.com
Website: www.strategiclegacyadvisors.com
Guy Swain
Guy Swain, CLU, ChFC, CFP(R)

 


Phone: (919) 845-5315
Fax: (919) 845-5346
E-mail: guy@lifetimeasset.com
Website: www.lifetimeasset.com
Edwin W. Thauer, Jr.
Edwin W. Thauer, Jr., CLU, ChFC, LIC

Design Underwriting Inc.
985 Parchment Drive
Grand Rapids, MI 49546
Phone: (616) 957-3380
Fax: (616) 957-0343
E-mail: ed.thauer@designunderwriting.com
Website: www.designunderwriting.com
Robert A. Wright
Robert A. Wright
In Memoriam
Our Co-Founder and President 1995-2011